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Advantage Financial Group

Advantage Financial Group

Financial ServicesFlag of USCedar Rapids, Iowa, United States11-20 Employees

Company overview

Headquarters230 Second St. SE Suite 200, Cedar Rapids, IA 52401, US
Phone number+13193667300
Website
NAICS52
SIC6211, 621
Keywords
Wealth Management, Financial Planning, Independent Financial Advisory Services
Founded2001
Employees11-20
Socials

Key Contacts at Advantage Financial Group

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Joseph R. Russo

Ceo

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John Bierowka

Owner

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Sally Bernard

Owner

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Bryson Mitchell

Owner

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John Bierowka

Ceo

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Thomas Hurt

Owner

Advantage Financial Group Email Formats

Advantage Financial Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

About Advantage Financial Group

Since 2001, Advantage Financial Group (AFG) has been giving Advisors an opportunity to earn equity in the company without a capital investment. Our Advisors earn competitive industry payouts and build wealth for their future through an ownership stake, while also enjoying the satisfaction of growing within a community of like-minded Advisors. Our Mission: To build a community of successful Advisors by providing them equity participation in a unique partnership structure and superior personal concierge services. More than just a producers group, our Advisors retain 100% ownership in their business while gaining the benefit of shared equity in AFG Holdings. Along with Advantage Investment Management (AIM), a Registered Investment Advisor with over $500 Million in assets under management, AFG has offices in 12 States and offers a model designed to grant access to multiple profit centers that augment your business and stream of income. AFG has the scale to offer concierge-level back office support and the depth to provide experienced professionals to enhance your business. It’s an opportunity to grow your business with our sales, marketing and compliance expertise while leaning on best practices from a community of top-producing Advisors. It truly is a virtuous cycle between our Partners and our firm. Securities offered through LPL Financial, Member SIPC www.sipc.com. Investment advice offered through Advantage Investment Management, a registered investment advisor. Advantage Financial Group and Advantage Investment Management are separate entities from LPL Fnancial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.officialAFG.com.

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Advantage Financial Group revenue & valuation

Annual revenue$16,700,000
Revenue per employee$982,000
Estimated valuation?$53,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Founder/Owner
Entry
Manager

Employees by Department

Advantage Financial Group has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Advantage Financial Group has never raised funding before.

Frequently asked questions

Advantage Financial Group is located in Cedar Rapids, Iowa, US.
You can reach Advantage Financial Group at +13193667300.
Advantage Financial Group was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Advantage Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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